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IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $1.03B
1-Year Est. Return 18.56%
This Fund
S&P 500
This Quarter Est. Return
+11.35%
1 Year Est. Return
+18.56%
3 Year Est. Return
+105.94%
5 Year Est. Return
+138.04%
10 Year Est. Return
–
AUM
$1.03B
AUM Growth
+$88.2M
Cap. Flow
+$9.97M
Cap. Flow %
0.96%
Top 10 Hldgs %
70.76%
Holding
115
New
10
Increased
30
Reduced
27
Closed
6

Top Buys

Rank Stock Value
1
HD icon
Home Depot
HD
+$12M
2
MSFT icon
Microsoft
MSFT
+$9.74M
3
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$9.6M
4
META icon
Meta Platforms (Facebook)
META
+$6.54M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$28.3M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.03M
3
XOM icon
ExxonMobil
XOM
+$1.72M
4
AAPL icon
Apple
AAPL
+$694K
5
RTX icon
RTX Corp
RTX
+$551K

Sector Composition

Rank Sector Weight
1 Technology 29.55%
2 Financials 18.38%
3 Communication Services 17.13%
4 Miscellaneous 11.64%
5 Consumer Discretionary 10.99%

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Iron Gate Global Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Iron Gate Global Advisors held 115 positions worth $1.03B, up 9.3% from $947M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Iron Gate Global Advisors's Q2 2026 filing shows 10 new, 30 increased, 27 reduced and 6 closed positions. Its largest new stake was Advanced Micro Devices: 796 shares worth $462K. The largest sale was Alphabet (Google) Class A, an estimated $28.3M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 27% a quarter earlier, followed by Financials and Communication Services.

  • Iron Gate Global Advisors's largest Q2 2026 buy was Advanced Micro Devices: 796 shares worth $462K.
  • Iron Gate Global Advisors added most to Home Depot in Q2 2026, an estimated $12M increase.
  • Iron Gate Global Advisors's biggest Q2 2026 reduction was Alphabet (Google) Class C, cutting an estimated $3.03M.
  • Iron Gate Global Advisors fully exited Alphabet (Google) Class A in Q2 2026, selling an estimated $28.3M.
  • Iron Gate Global Advisors's ten largest holdings make up 71% of its $1.03B portfolio in Q2 2026.
  • Iron Gate Global Advisors opened 10 new positions and closed 6 in Q2 2026.
  • Iron Gate Global Advisors's portfolio value rose 9.3% quarter-over-quarter to $1.03B.

Based on Iron Gate Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.